FIDUCIARY MANAGEMENT INC /WI/
Institutional investor · Portfolio as of Q4 2019
Top Holdings66 positions
Berkshire Hathaway Inc. | 3.5M | $794.6M | 4.9% | $204.50 | +10.76% | 4 qtrssince 2019-Q1 | Increased 67 |
UnitedHealth Group Inc. | 2.3M | $688.7M | 4.3% | $216.00 | +21.03% | 4 qtrssince 2019-Q1 | Decreased 0 |
CHUBB LIMITED | 4.3M | $675.9M | 4.2% | $127.28 | +10.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 3M | $632.7M | 3.9% | $159.24 | +21.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 4.4M | $614.5M | 3.8% | $84.09 | +39.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR GEN CORP NEW | 3.9M | $605M | 3.8% | $108.81 | +32.47% | 4 qtrssince 2019-Q1 | Increased 58 |
MASCO CORP | 12.1M | $579.9M | 3.6% | $34.72 | +23.18% | 4 qtrssince 2019-Q1 | Increased 58 |
SCHLUMBERGER LTD | 14.3M | $575.5M | 3.6% | $34.48 | +1.12% | 4 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 3M | $537M | 3.3% | $130.23 | +12.67% | 4 qtrssince 2019-Q1 | Decreased 0 |
QUEST DIAGNOSTICS INC | 4.6M | $490.2M | 3.0% | $78.66 | +18.36% | 4 qtrssince 2019-Q1 | Decreased 0 |
TE CONNECTIVITY LTD | 4.8M | $457.4M | 2.8% | $72.08 | +20.20% | 4 qtrssince 2019-Q1 | Decreased 0 |
Booking Holdings Inc | 220,591 | $453M | 2.8% | $75.59 | +6.16% | 3 qtrssince 2019-Q2 | Increased 74 |
EXPEDITORS INTL WASH INC | 5.7M | $445.5M | 2.8% | $69.80 | +4.18% | 4 qtrssince 2019-Q1 | Decreased 0 |
OMNICOM GROUP INC | 5.3M | $430M | 2.7% | $58.52 | +11.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
The TJX Companies Inc. | 6.8M | $417.7M | 2.6% | $48.47 | +16.42% | 4 qtrssince 2019-Q1 | Decreased 0 |
Nestle Sa Sp ADR | 3.8M | $411.2M | 2.5% | $80.83 | +13.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
HD SUPPLY HLDGS INC | 9.7M | $392M | 2.4% | — | — | 3 qtrssince 2019-Q2 | Decreased 0 |
SMITH & NEPHEW PLC SPDN ADR NEW | 8.1M | $389.9M | 2.4% | $34.01 | +21.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
PEPSICO INC | 2.8M | $385.9M | 2.4% | $99.93 | +14.02% | 4 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR TREE INC | 4M | $380.3M | 2.4% | $105.04 | -11.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
FIDUCIARY MANAGEMENT INC /WI/ manages $16.1B across 66 positions as of Q4 2019. Top holdings: BRK/B (4.9%), UNH (4.3%), CB (4.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Added 3 new positions, exited 4, increased 21, trimmed 40. Top move: BKNG (INCREASED, conviction 74). Portfolio: $16.1B across 66 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR